Alexandria Morgan Nadworny

CFP

15 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Sequoia Financial Group, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

207 advisors

Number of Clients

8,771 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$23.0B

Fee Structure

Location

80 Blanchard Road, Suite 201, Burlington, MA, 01803

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alexandria is a Wealth Advisor at Affinia Financial Group since 2019, dedicating full-time hours to wealth and financial planning. She also volunteers as Chairperson for the Department of Developmental Services and serves on the Citizen Advisory Board DDS, spending minimal time on each.